Future Wallet
Financial Services • 
Walnut Creek, California, United States • 1-10 Employees
Company overview
| Headquarters | Walnut Creek, California, United States |
| Websites | |
| NAICS | 52 |
| Keywords | Investment Management, Budgeting, Cash Flow Planning, Retirement Planning, Financial Planning, Tax Planning, Education Planning, Financial Independence Planning |
| Founded | 2021 |
| Employees | 1-10 |
| Socials |
Key Contact at Future Wallet
Beth Williams
Founder & Lead Financial Planner
Future Wallet Email Formats
Future Wallet uses 1 email format. The most common is {first initial} (e.g., j@futurewallet.co), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@futurewallet.co | 100% |
About Future Wallet
Future Wallet is a fee-only Financial Planning firm serving mid-career women in tech. We offer one-time plans as well as ongoing financial planning. Investment management services are available, but not required. Services cover cash flow and budgeting, tax planning, investments, retirement, insurance, estate planning, and more. We work with clients across the US through our virtual services.
Future Wallet revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Future Wallet has never raised funding before.
Future Wallet Tech Stack
Discover the technologies and tools that power Future Wallet's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
JavaScript libraries
Security
Ecommerce
Tag managers
JavaScript frameworks
Security
Miscellaneous
Appointment scheduling
JavaScript libraries
Analytics
Canada
Italy
Germany
PolandFrequently asked questions
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